Broadcom Inc (AVGO)vsTTM Technologies Inc (TTMI)
AVGO
Broadcom Inc
$361.99
-4.77%
TECHNOLOGY · Cap: $1.73T
TTMI
TTM Technologies Inc
$126.44
+3.35%
TECHNOLOGY · Cap: $13.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 2538% more annual revenue ($89.10B vs $3.38B). AVGO leads profitability with a 42.9% profit margin vs 7.0%. TTMI appears more attractively valued with a PEG of 0.36. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
TTMI
Buy65
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 38 in profit
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 54.3%
Revenue surging 85.5% year-over-year
Growing faster than its price suggests
Revenue surging 37.4% year-over-year
Earnings expanding 92.5% YoY
Areas to Watch
Trading at 17.3x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
7.0% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AVGO
The strongest argument for AVGO centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 42.9% and operating margin at 54.3%. Revenue growth of 85.5% demonstrates continued momentum.
Bull Case : TTMI
The strongest argument for TTMI centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 37.4% demonstrates continued momentum. PEG of 0.36 suggests the stock is reasonably priced for its growth.
Bear Case : AVGO
The primary concerns for AVGO are Price/Book, Altman Z-Score, P/E Ratio. A P/E of 46.2x leaves little room for execution misses.
Bear Case : TTMI
The primary concerns for TTMI are Profit Margin, P/E Ratio. A P/E of 58.3x leaves little room for execution misses.
Key Dynamics to Monitor
AVGO profiles as a growth stock while TTMI is a hypergrowth play — different risk/reward profiles.
TTMI carries more volatility with a beta of 2.15 — expect wider price swings.
AVGO is growing revenue faster at 85.5% — sustainability is the question.
AVGO generates stronger free cash flow (13.7B), providing more financial flexibility.
Bottom Line
AVGO scores higher overall (80/100 vs 65/100), backed by strong 42.9% margins and 85.5% revenue growth. Both earn "Exceptional Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Broadcom Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Broadcom Inc. is an American designer, developer, manufacturer and global supplier of a wide range of semiconductor and infrastructure software products. Broadcom's product offerings serve the data center, networking, software, broadband, wireless, and storage and industrial markets.
Visit Website →TTM Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TTM Technologies, Inc., manufactures and sells printed circuit boards (PCBs) worldwide. The company is headquartered in Santa Ana, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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